OPTIMIST RETIREMENT GROUP, LLC

11400 Se 8th St.
Suite 465
Bellevue, Washington 98004
Tel: 425-637-3037

About OPTIMIST RETIREMENT GROUP, LLC

OPTIMIST RETIREMENT GROUP, LLC, formally registered with the SEC as OPTIMIST RETIREMENT GROUP, LLC. The firm was established in 10/09/2018. They have over 2 offices throughout the country.

OPTIMIST RETIREMENT GROUP, LLC is a Bellevue, Washington based Financial Planning firm with nearly $187,865,579 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119086
SEC#	801-114109
Assets Managed by Firm	$187,865,579
No. of Clients	180
No. of Advisors	2

Fee Structure

A percentage of AUM
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	180	$187,865,579
Individuals (other than high net worth individuals)	46	$14,617,426
High net worth individuals	60	$173,248,153

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